2026-06-30T14:42:47-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2025-01-01 135670057 THE WOODLAWN CEMETERY WOOD 7189200500 4199 WEBSTER AVENUE BRONX NY 10470 CHRISTOPHER JEANNOPOULOS PRESIDENT 7189200500 2026-06-30 1 MELISSA MODELSON P01603524 9143818900 2026-06-29 2025 2025-03-06 01:10:19Z CHRISTOPHER JEANNOPOULOS 4199 WEBSTER AVENUE BRONX NY 10470 46862425 0 X WWW.WOODLAWN.ORG X 1863 NY WOODLAWN COMMEMORATES THE DEAD, COMFORTS THE BEREAVED, AND PROVIDES BURIAL, ENTOMBMENT, CREMATION, AND MEMORIALIZATION SERVICES IN A PLACE OF EXCEPTIONAL BEAUTY AND HISTORIC SIGNIFICANCE. 13 12 96 13 0 0 138287 314500 9115338 11249270 42100111 16444916 238988 90025 51592724 28098711 400000 200000 0 0 7946982 8539835 0 0 0 8708346 9390024 17055328 18129859 34537396 9968852 288082199 324022374 9162505 8944654 278919694 315077720 WOODLAWN IS AN ACTIVE CEMETERY, CREMATORY, AND NATIONAL HISTORIC LANDMARK THAT MEMORIALIZES THE DECEASED WITH DIGNITY, PROVIDES COMPASSIONATE SERVICES TO FAMILIES, AND PROTECTS, ENHANCES, AND SHARES ITS HISTORIC LANDSCAPE, ARCHITECTURE, MONUMENTS, AND ARBORETUM. 0 0 WOODLAWN CEMETERY, A NATIONAL HISTORIC LANDMARK AND 400 ACRE GARDEN CEMETERY, PROVIDES BURIAL, ENTOMBMENT, CREMATION, AND MEMORIALIZATION SERVICES TO MORE THAN 3,000 FAMILIES ANNUALLY. WOODLAWN PRESERVES AND CARES FOR MORE THAN 310,000 INDIVIDUALS MEMORIALIZED ON ITS GROUNDS, INCLUDING OVER 1,300 PRIVATE MAUSOLEUMS, COMMUNITY MAUSOLEUMS, HISTORIC MONUMENTS, AND THE WOOLWORTH CHAPEL. AS A LEVEL II ARBORETUM WITH MORE THAN 6,500 CATALOGED TREES, WOODLAWN MAINTAINS ITS LANDSCAPE, ARCHITECTURE, AND CULTURAL RESOURCES FOR LOT OWNERS, FAMILIES, VISITORS, AND FUTURE GENERATIONS. 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 15 0 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X MELISSA FORBES DIRECTOR OF FINANCE 7184085641 4199 WEBSTER AVENUE BRONX NY 10470 CHRISTOPHER JEANNOPOULOS PRESIDENT/CEO 29.50 8.00 X X 347970 0 15430 RITA GAIL JOHNSON VICE-CHAIR 6.00 1.30 X X 0 0 0 IAN ROWAN CHAIR 2.00 0.00 X X 0 0 0 RICHARD EADDY TRUSTEE 2.00 0.00 X 0 0 0 ELISABETH SMITH TRUSTEE 2.00 0.00 X 0 0 0 MICHAEL T REYNOLDS TRUSTEE 5.00 0.00 X 0 0 0 ANDREW PETERS TRUSTEE 2.00 0.00 X 0 0 0 KATHLEEN A PAVLICK TRUSTEE 2.00 1.30 X 0 0 0 BRIAN MCLENDON TRUSTEE 2.00 0.00 X 0 0 0 ROBERT R HALL TRUSTEE THRU JULY 2025 2.00 0.00 X 0 0 0 VICTOR GOINES TRUSTEE 2.00 0.00 X 0 0 0 ARAMINA VEGA FERRER TRUSTEE 2.00 1.30 X 0 0 0 ANDREW DOLKART TRUSTEE 2.00 0.00 X 0 0 0 GUS CHRISTENSEN TRUSTEE 2.00 0.00 X 0 0 0 MELISSA FORBES TREASURER/DIR. OF FINANCE 30.00 7.50 X 172630 0 25990 LISA ACKERMAN SR ADVISOR TO CEO/SECRETARY AS OF SEPT. 2025 37.50 0.00 X 100735 0 11824 ELYSE RICHARDSON SECRETARY THRU SEPT. 2025 37.50 0.00 X 129236 0 24689 MARGARET VENTRUDO EXEC. DIR. OF WOODLAWN CONSERVANCY 0.00 37.50 X 166454 0 26531 BARBARA SELESKY DIRECTOR OF SALES 37.50 0.00 X 150091 0 28713 LOUIS BERTUZZI DIR. OF OPERATIONS & ENDOWMENTS 37.50 0.00 X 196365 0 66292 LENNART ERIKSON JR DIRECTOR OF HUMAN RESOURCES 37.50 0.00 X 181954 0 25996 THOMAS HOWRYLETZ DIRECTOR OF ADMINISTRATION 37.50 0.00 X 180675 0 9698 MARYLOU MORGAN FAMILY SERVICE COUNSELOR 37.50 0.00 X 233971 0 48728 CARMEN GRACE PEREZ FAMILY SERVICE COUNSELOR 37.50 0.00 X 250919 0 30082 OLGA ESTRADA FAMILY SERVICE COUNSELOR 37.50 0.00 X 160416 0 26327 2271416 0 340300 21 0 1 0 DAVEY TREE EXPERT COMPANY PO BOX 94532 CLEVELAND OH 44101 LANDSCAPING 1633718 PINEBROOK CONTRACTING CO LLC PO BOX 723 NEW YORK NY 10956 CONSTRUCTION 1388090 LIBERTY STAINED GLASS CONSERVATION LLC 52 BROADWAY FREEHOLD NJ 07728 STAINED GLASS RESTORATION 207075 EDWIN GUILLEN 4640 BROADWAY SUITE 21 NEW YORK NY 10040 IT SERVICES 174026 T & C MECHANICAL & SONS LLC 60 BOBOLINK RD YONKERS NY 10701 REPAIRS AND MAINTENANCE 143749 8 314500 314500 314500 SALE OF BURIAL RIGHTS 900099 7399437 7399437 SERVICE CHARGES 900099 3777679 3777679 OTHER CEMETERY SERVICES 900099 72154 72154 11249270 10539552 10539552 24669078 18763714 5905364 5905364 5905364 MISCELLANEOUS INCOME 900099 80386 80386 INSURANCE REIMBURSEMENT 900099 9639 9639 90025 28098711 11249270 0 16534941 200000 1462950 5280033 261166 991063 544623 139959 132435 204737 946044 195455 455848 457881 441252 89875 188469 818664 672788 MAINTENANCE OF CEMETERY 2186635 LANDSCAPING SERVICES 2069444 TREE SERVICE 386416 DIRECT OPERATING EXPENS 4122 18129859 X 621272 595689 7890202 9407026 3295235 3454213 38664 10966 61849313 45207234 15275234 16642079 260174738 293010897 786854 901504 288082199 324022374 2168911 2316848 3000000 2700000 3993594 3927806 9162505 8944654 X 278919694 315077720 278919694 315077720 288082199 324022374 X 9968852 26050632 138542 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256043983 1346586 40610594 8860108 191284 288949771 234549066 813648 29067479 8136637 249573 256043983 209541106 846603 31343842 7182485 234549066 250269443 1079264 -35507129 6331753 209509825 229331670 2028175 35880151 10185239 257054757 1.00000 0 0 1595729 1595729 10939044 5079029 5860015 3368178 2790396 577782 45946362 37337809 8608553 16642079 PREPAID AND DEFERRED SERVICE CHARGES 3927806 3927806 X 56330535 26050632 2000 3112062 29164694 27165841 204737 728133 932870 28098711 20344892 2000 3145903 3147903 17196989 204737 728133 932870 18129859 PART V, LINE 4: THE CEMETERY MAINTAINS FUNDS RESTRICTED BY NEW YORK STATE LAW, INCLUDING PERMANENT MAINTENANCE AND PERPETUAL CARE FUNDS. INCOME FROM THE PERMANENT MAINTENANCE FUND, NET OF PERMITTED FEES, IS USED TO MAINTAIN AND PRESERVE THE CEMETERY. THE COMMUNITY MAUSOLEUM FUND IS BOARD-DESIGNATED AND USED TO CARE FOR AND PRESERVE COMMUNITY MAUSOLEUMS. PERPETUAL CARE FUNDS ARE RESTRICTED FOR SPECIFIC LOTS, GRAVES, AND PRIVATE MAUSOLEUMS, WITH SEPARATE ACCOUNTS MAINTAINED FOR EACH ENDOWMENT. PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO DECEMBER 31, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN TRUST PRINCIPAL 538,032. REVENUE FROM CONSOLIDATED AFFILIATE 2,333,134. COST OF SALES RECLASSED TO PART VIII 240,896. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES PER CONSOLIDATED FINANCIAL STATEMENTS 728,133. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED AFFILIATE 2,871,231. COST OF SALES RECLASSED TO PART VIII 240,896. CANCELLATION OF PRIOR YEARS' PRE-NEED CONTRACTS 33,776. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATING ENTRIES PER CONSOLIDATED FINANCIAL STATEMENTS 728,133. 1 WOODLAWN CONSERVANCY INC 4199 WEBSTER AVENUE BRONX NY 10470 311695037 501(C)(3) 200000 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: THE CEMETERY MONITORS THE USE OF GRANT FUNDS TO ENSURE THE FUNDS ARE NOT DIVERTED FOR UNINTENDED PURPOSES. THE CONSERVANCY AND THE CEMETERY SHARE THE SAME MANAGEMENT AND EXECUTIVE OFFICERS, WHICH INCLUDES COMMON OVERSIGHT OF OPERATIONS AND PERIODIC COMMUNICATION. X X X X 0 0 0 CHRISTOPHER JEANNOPOULOS PRESIDENT/CEO 302470 0 45500 0 0 0 10500 0 4930 0 363400 0 0 0 MARYLOU MORGAN FAMILY SERVICE COUNSELOR 30074 0 203647 0 250 0 7357 0 41371 0 282699 0 0 0 CARMEN GRACE PEREZ FAMILY SERVICE COUNSELOR 35337 0 215332 0 250 0 7708 0 22374 0 281001 0 0 0 LOUIS BERTUZZI DIR. OF OPERATIONS & ENDOWMENTS 192320 0 0 0 4045 0 6408 0 59884 0 262657 0 0 0 LENNART ERIKSON JR DIRECTOR OF HUMAN RESOURCES 171054 0 0 0 10900 0 5335 0 20661 0 207950 0 0 0 MELISSA FORBES TREASURER/DIR. OF FINANCE 169157 0 1000 0 2473 0 5329 0 20661 0 198620 0 0 0 MARGARET VENTRUDO EXEC. DIR. OF WOODLAWN CONSERVANCY 152956 0 0 0 13498 0 4870 0 21661 0 192985 0 0 0 THOMAS HOWRYLETZ DIRECTOR OF ADMINISTRATION 175034 0 0 0 5641 0 5402 0 4296 0 190373 0 0 0 OLGA ESTRADA FAMILY SERVICE COUNSELOR 35537 0 124629 0 250 0 4987 0 21340 0 186743 0 0 0 BARBARA SELESKY DIRECTOR OF SALES 147352 0 0 0 2739 0 4752 0 23961 0 178804 0 0 0 ELYSE RICHARDSON SECRETARY THRU SEPT. 2025 128345 0 0 0 891 0 4028 0 20661 0 153925 0 0 0 X 1 314500 COMPARABLE SALES 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CORPORATION CONSISTS OF CURRENT LOT OWNERS WHO HOLD BURIAL RIGHTS BY PURCHASE OR TRANSFER. BURIAL RIGHTS ARE EVIDENCED BY DEED AND MAY BE TRANSFERRED IN ACCORDANCE WITH NEW YORK STATE CEMETERY LAW, INCLUDING BY HEIRSHIP AFFIDAVIT, WILL, OR COURT ORDER. FORM 990, PART VI, SECTION A, LINE 7A THE CEMETERY HOLDS AN ANNUAL MEETING IN ACCORDANCE WITH NEW YORK STATE CEMETERY LAW AND THE CEMETERY'S BYLAWS. MEMBERS ELECT OR REELECT TRUSTEES AT THE EXPIRATION OF THEIR TERMS. EACH LOT OWNER OF RECORD IS ENTITLED TO ONE VOTE FOR EACH LOT STANDING IN SUCH LOT OWNER'S NAME. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS VOTE ON TRUSTEE ELECTIONS AND OTHER MATTERS RESERVED TO LOT OWNERS BY NEW YORK STATE CEMETERY LAW OR THE CEMETERY'S BYLAWS. THE BOARD OF TRUSTEES RETAINS RESPONSIBILITY FOR GOVERNANCE AND OVERSIGHT OF THE CEMETERY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY MANAGEMENT, AND PROVIDED TO THE BOARD FOR REVIEW AND COMMENT BEFORE FILING. MANAGEMENT AND THE CPA FIRM ADDRESS ANY QUESTIONS OR COMMENTS, AND THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CEMETERY MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY. TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST DISCLOSE ACTUAL OR POSSIBLE CONFLICTS, INCLUDING RELATED PARTY FINANCIAL INTERESTS AND CERTAIN GIFTS, GRATUITIES OR ENTERTAINMENT. DISCLOSURES ARE MADE TO THE AUDIT COMMITTEE CHAIR OR BOARD CHAIR AND REPORTED TO THE BOARD OR COMMITTEE CONSIDERING THE MATTER. A CONFLICTED RELATED PARTY MAY NOT PARTICIPATE IN DELIBERATIONS OR VOTE. DISCLOSURE, RECUSAL AND RESOLUTION ARE DOCUMENTED IN THE MINUTES. TRUSTEES COMPLETE ANNUAL CONFLICT INFORMATION FORMS, WHICH ARE PROVIDED TO THE AUDIT COMMITTEE CHAIR. THE BOARD OVERSEES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CEO/PRESIDENT'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OR OTHER INDEPENDENT TRUSTEES AUTHORIZED BY THE BOARD. THE REVIEW USES COMPARABILITY DATA, INCLUDING PEER FORM 990S, INDUSTRY COMPENSATION SURVEYS, INTERNAL ANALYSIS, AND PERIODIC THIRD-PARTY REVIEW. THE CEO/PRESIDENT DOES NOT PARTICIPATE IN DELIBERATIONS OR VOTE ON HIS OR HER COMPENSATION. THE PROCESS AND DECISION ARE DOCUMENTED IN THE MINUTES. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS SET PURSUANT TO BOARD-DELEGATED AUTHORITY, SUBJECT TO BOARD OVERSIGHT, AND IS INFORMED BY INDUSTRY SURVEYS, PEER CEMETERY DATA AND INTERNAL ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE CEMETERY MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED BY SECTION 6104 OF THE INTERNAL REVENUE CODE. GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE MAINTAINED AT THE CEMETERY'S OFFICE. AT THE ANNUAL LOT OWNERS MEETING, MANAGEMENT PRESENTS A SUMMARY OF OPERATING RESULTS AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW. FORM 990, PART X, LINE 27: THE CEMETERY MAINTAINS FUNDS RESTRICTED BY NEW YORK STATE LAW FOR PERMANENT MAINTENANCE AND FOR THE CARE OF SPECIFIC GRAVES, LOTS, CRYPTS, NICHES, AND PRIVATE MAUSOLEUMS. ALTHOUGH RESTRICTED BY STATE LAW, THESE FUNDS ARE NOT CLASSIFIED AS DONOR-RESTRICTED NET ASSETS UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. FORM 990, PART XI, LINE 9: POST RETIREMENT AND PENSION BENEFITS LIABILITY ADJUSTMENT 30,365. NET CHANGE IN TRUST PRINCIPAL 538,032. CHANGE IN BURIAL RIGHTS INVENTORY -396,079. CANCELLATION OF PRIOR YEARS' PRE-NEED CONTRACTS -33,776. WOODLAWN CONSERVANCY INC 4199 WEBSTER AVENUE BRONX NY 10470 311695037 PRESERVATION OF WOODLAWN CEMETERY'S HISTORY, ARCHITECTURE AND LANDSCAPE DE 501(C)(3) LINE 7 THE WOODLAWN CEMETERY 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 WOODLAWN CONSERVANCY INC B 200000 COST WOODLAWN CONSERVANCY INC C 314500 COST FORM 990, SCHEDULE R, PART V, LINE 2: THERE ARE CERTAIN EXPENSES PAID BY THE CEMETERY ON BEHALF OF WOODLAWN CONSERVANCY, INC., A RELATED 501(C)(3) ORGANIZATION, THAT ARE REIMBURSED BACK TO THE CEMETERY. THESE EXPENSES ARE RECORDED THROUGH THE DUE TO/FROM RELATED ORGANIZATION. EXPENSES NOT REIMBURSED TO THE CEMETERY ARE GIFTED AS AN IN-KIND CONTRIBUTION TO WOODLAWN CONSERVANCY, INC.